WFG Advisors’s HMS Holdings Corp. HMSY Stock Holding History

WFG Advisors’s Portfolio HMSY Stock Details HMSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$10K	Buy	+555	New	+$10.7K	﹤0.01%	1162
2017 Q1	–	Sell	-555	Closed	-$10K	–	1720
2016 Q4	$10K	Buy	+555	New	+$10.8K	﹤0.01%	1120
2015 Q2	–	Sell	-37	Closed	-$1K	–	1840
2015 Q1	$1K	Hold	37	–	–	﹤0.01%	1689
2014 Q4	$1K	Hold	37	–	–	﹤0.01%	2012
2014 Q3	$1K	Buy	+37	New	+$749	﹤0.01%	2028
2013 Q4	–	Sell	-400	Closed	-$9K	–	2343
2013 Q3	$9K	Hold	400	–	–	﹤0.01%	1577
2013 Q2	$9K	Buy	+400	New	+$9.89K	﹤0.01%	1503

Other funds holding HMSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's HMSY Position: Q2 2017 in Review

WFG Advisors opened a new position in HMS Holdings Corp. (HMSY) in Q2 2017: 555 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: WFG Advisors previously reported a position in HMSY as recently as Q4 2016.

WFG Advisors first reported a position in HMSY in Q2 2013 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold HMSY as of Q2 2017.

WFG Advisors held 555 shares of HMS Holdings Corp. worth $10K as of Q2 2017.
HMS Holdings Corp. was a new WFG Advisors position in Q2 2017.
HMS Holdings Corp. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1162 holding.
WFG Advisors first reported a position in HMS Holdings Corp. in Q2 2013 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.